Money Jungle is the Internet home for The Financial Advisory Group, a full service, fee-based investment and strategic advisory firm serving individuals, corporations, estates, and trusts. To develop long lasting relationships with clients that enables us to help them attain their personal and investment goals leading to financial and personal peace of mind.
To earn the trust and respect of clients for our knowledge, experience and integrity combined with our creative client-specific approach to challenges. The Financial Advisory Group is a Registered Investment Advisory Firm in the state of California. Securities are offered through Centaurus Financial, Inc., a Registered Broker/Dealer, member FINRA & SIPC, James O. Davis, Registered Representative.
To earn the trust and respect of clients for our knowledge, experience and integrity combined with our creative client-specific approach to challenges. The Financial Advisory Group is a Registered Investment Advisory Firm in the state of California. Securities are offered through Centaurus Financial, Inc., a Registered Broker/Dealer, member FINRA & SIPC, James O. Davis, Registered Representative.
Services
The goal of Financial Planning is to provide advice to a client that enables them to successfully achieve their goals. This normally involves the clarification of goals, followed by the development of strategies designed to minimize taxes, optimize investment returns and control risks. Our objective is to help hard working people become financially secure, help financially secure people become wealthy, and help wealthy people become rich.
Our firm provides a full range of financial planning services. Intelligence, knowledge, experience and integrity are the tools and characteristics one should seek in a financial advisor. With these, the client's best interest will be served. We are willing to spend the time necessary to develop the understanding of the client's goals that is essential to generating the optimal strategy to help each client obtain and retain wealth.
The following charts were created in an attempt to rationally view the financial world during the extremely stressful times following the equity market's peak in the year 2000. I believe the "What If's" chart is invaluable during periods of market despair. Although virtually every ten-year period shows significant fluctuations within the period, there is a high tendency for ten-year returns to be close to normal.
These commentaries were my attempt to communicate my thoughts to clients at the time they were written. They began when the stress levels in the financial markets were extremely intense. I recognized that it would be impossible to have a one-on-one conversation with every client and I deeply felt the need to do that.
James O. Davis, MBA, CFP, founder and senior financial planner of The Financial Advisory Group has over thirty years of investment experience. He is a Registered Investment Advisor and is licensed as an investment broker, insurance broker, and tax advisor, with an active practice in all of these areas.
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